@jlsweekly.bsky.socialJLSW Daily Brief #99: Novo Nordisk's 2030 plan (5+ blockbusters, oral GLP-1) drew a cool reception; shares fell 7%+ on Sep 21. Amgen's dazodalibep met its Ph3 primary endpoint in Sjögren's.
#GLP1 #NovoNordisk #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-daily-brief-09920260923
@jlsweekly.bsky.socialJLSW Daily Brief #98: MHLW studies a legal amendment to keep vaccines made in Japan by guaranteeing drugmakers peacetime revenue. Telix to buy ITM for up to $2.35B; ADARx files $319M IPO.
#MHLW #Radiopharmaceuticals #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-daily-brief-98
@jlsweekly.bsky.socialJLSW Monday Digest #097: BOJ hikes to 1.25%, highest since 1995, the week the Fed cut. Higher rates weigh on pre-profit biotech. BMS drops Orum-derived degrader antibody after Ph1.
#BOJ #DrugDiscovery #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-monday-digest-20260921
@jlsweekly.bsky.socialJLSW Daily Brief #095 (Sep 17): Eisai/Biogen's subcutaneous Leqembi (lecanemab) approved in Japan, enabling at-home dosing. Ono's cenobamate approved for partial-onset seizures. RegCell raises ~JPY10B.
#Eisai #Ono #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-daily-brief-95
@jlsweekly.bsky.socialJLSW Daily Brief #094 (Sep 15): Enhertu (Daiichi/AZ) hits PFS in 1L HER2m NSCLC Ph3 DESTINY-Lung04, 14.3 vs 8.3 mo. Takeda's zasocitinib gets FDA priority review in psoriasis. MHLW/PMDA join Project Orbis.
#Daiichi #GSK #LifeSciencesJapan
https://jlsweekly.substack.com/p/p3fdarezilient3
@jlsweekly.bsky.socialJLSW Daily Brief #092 (Sep 9): Kyowa Kirin's anti-VEGF eye drop KHK4951 misses primary endpoint in nAMD Ph2. Medipal names new CEO after 14 yrs. Novo halts 2 more heart trials.
#KyowaKirin #NovoNordisk #LifeSciencesJapan
https://jlsweekly.substack.com/p/vegfkhk4951p2novo-nordisk2
@jlsweekly.bsky.socialJLSW Daily Brief #091 (Sep 8): Shionogi's cefiderocol approved in Australia (TGA). Belite Bio files tinlarebant for Stargardt disease in Japan. AbbVie closes Apogee.
#Shionogi #AbbVie #LifeSciencesJapan
https://jlsweekly.substack.com/p/abbvieapogee109
@jlsweekly.bsky.socialJLSW Monday Digest #090 (Sep 7): PorMedTec raised JPY 1bn from hospital group Tokushukai for gene-edited pig kidney xenotransplantation. MHLW to subsidize saliva-based periodontal screening from FY2026.
#PorMedTec #MHLW #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-monday-digest-20260907